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Tax Strategies Insights

Chase Norcini

Senior Associate

Tax Strategies

Tax-Aware Investing with Long-Short Equity Strategies

August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately…

Chase Norcini, Senior Associate

Joseph Matus

Principal

Tax Strategies

Opportunity Zones Under the One Big Beautiful Bill Act

August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed…

Joseph Matus, Principal

Joshua Norman and Michael Bryan

Tax Strategies

How Business Owners Can Profit From Qualified Small Business Stock

August 5, 2025 - Qualified Small Business Stock (QSBS) offers one of the most powerful tax incentives for entrepreneurs, investors, and employees in the United States and has been…

Joshua Norman and Michael Bryan

Joshua Norman and Michael Bryan

Tax Strategies

“Easter Eggs” in the One Big Beautiful Bill Act

July 22, 2025 - As we review the sweeping changes introduced by the One Big Beautiful Bill Act, it’s clear that some of the most impactful provisions for high-net-worth…

Joshua Norman and Michael Bryan

Joshua Norman and Paul Chmielewski

Tax Strategies

13 Key Takeaways from the One Big Beautiful Bill Act 

July 16, 2025 - Hear more from our specialists on 13 of the most important takeaways from the One Big, Beautiful Bill Act and its potential impact on your…

Joshua Norman and Paul Chmielewski

Joe Ferreira, Sam Marshall and Jack Rabuck

Tax Strategies

Incentive Stock Options and the Alternative Minimum Tax Catch-22

July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…

Joe Ferreira, Sam Marshall and Jack Rabuck

Joshua Norman

Principal

Tax Strategies

NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares

July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net…

Joshua Norman, Principal

Natalia Tchetchoulina

Partner

Tax Strategies

How to Pass Down Prized Jewelry, Art, and Cars  

May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.

Natalia Tchetchoulina, Partner
Tax Strategies

10 Smart Ways to Use Your Bonus

February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…

Andrew Fisher

Partner

Tax Strategies

Tax Issues Facing U.S. Citizens Abroad

January 30, 2025 - Living overseas seems glamorous and often leads to personal and professional enrichment, but then there are the taxes. The U.S. tax system is more complicated…

Andrew Fisher, Partner

James R. Keller

Partner

Tax Strategies

Why Wyoming? Tax and Trust Advantages for Non-Residents   

January 24, 2025 - Wyoming’s progressive trust and LLC laws offer non-residents significant tax, privacy, and asset protection advantages. Learn how Wyoming’s estate and business planning laws can enhance…

James R. Keller, Partner

Paul Chmielewski

Partner

Tax Strategies

Why State Taxes Matter in Estate Planning

November 11, 2024 - On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7…

Paul Chmielewski, Partner

Paul Chmielewski

Partner

Tax Strategies

The Sunset is Not Worth Waiting For

April 5, 2024 - Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…

Paul Chmielewski, Partner

Paul Chmielewski

Partner

Tax Strategies

Sell Your Business and Create a Family Legacy

August 14, 2023 - The sale of a business often represents the largest financial event in the business owner’s life. Partner Paul Chmielewski discusses the important pre- and post-sale…

Paul Chmielewski, Partner

Andrew Fisher

Partner

Tax Strategies

Living a Jet-Setter Retirement

March 14, 2023 - Are you planning for a jet-set retirement? Or are you already spending part of the year abroad? If so, Cerity Partners can help you navigate…

Andrew Fisher, Partner